Distribution Management.
Fast. Easy. Smart.
The ever changing impact of digital, customer expectations, regulatory requirements demographics and economics are constantly influencing change. The customer journey is shifting from physical to digital multi-channel interactions. Insurance buyers and agents need a more convenient and transparent process from Insurance carriers.
Due to the complexity of some insurance products, the role of the producer must shift from selling to advising.
Fast
Ability to launch in weeksConfiguration-first approach
Prebuilt accelerators and frameworks
Out of the box integrations
Easy
Single Platform Delivers Value for Customers and EmployeesSeamless omni-channel experience across devices and platforms
Holistic view of the distribution relationship
Improved producer satisfaction and retention
Smart
Agile Platform
Analytics empowers managers
Cloud based training and collaboration
Dynamic sales support content
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Insurance carriers that leverage both physical and digital channels can create an experience to impress customers in new and exciting ways.
To address the ever changing expectations from both the policy holders and distribution channels, Invcapsulate has developed a Distribution Management Solution, powered by Salesforce. Our solution empowers sales offices and brokers with state of the art tools to manage your relationships, agent/broker performance, and get full visibility of the brokers book of business.